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BS
CFP
BS
CFP

Bruce Snyder

Sfg Wealth Advisors, LLC
25 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Bruce Snyder is a CFP-designated registered investment advisor at Sfg Wealth Advisors, LLC, based in Tampa, FL, with 25 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 251 clients with $190M in assets under management.

Sfg Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
251 clients
Average Client Portfolio
$748K average
Assets Under Management
$187.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $750K1.25%
$750K - $1.5M1.00%
$1.5M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.40%
$10M+0.25%

A linear schedule applies to households under $1.5 million, and a blended schedule applies to households with $1.5 million or more. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

705 West Azeele Street, Tampa, FL, 33606

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2015
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce sells fixed insurance and annuities, dedicating minimal time to this activity. He is also a registered representative of a broker-dealer and the President/Managing Member of SFG Wealth Advisors LLC, spending a significant amount of time providing investment advice and financial planning services.

Employment History
Current Registrations
Sfg Wealth Advisors, LLC
July 2020 - Present · 6 yrs 3 mos
The Strategic Financial Alliance, INC.Broker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
The Strategic Financial Alliance
February 2012 - September 2021 · 9 yrs 7 mos
Pacific West Financial Consultants INC
June 2005 - January 2012 · 6 yrs 7 mos
Pacific West Securities, INC.Broker
June 2005 - January 2012 · 6 yrs 7 mos
H. Beck, INC.
January 2005 - June 2005 · 5 mos
H. Beck, INC.Broker
December 2000 - June 2005 · 4 yrs 6 mos
State Registrations12 states
ALCAFLGAKYMNNCNJNYOHSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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